Financial Planning Admin & Client Services – Hybrid (New South Wales)

Financial Planning Admin & Client Services – Hybrid (New South Wales)

26 Sep
|
Harvest Employee Benefits
|
New South Wales

26 Sep

Harvest Employee Benefits

New South Wales

Harvest Employee Advantages in North Sydney seeks an experienced Financial Planning Client Administration Assistant to support the Senior Financial Planner, ensuring accurate client service and smooth implementation of strategies.
You will handle documentation, scheduling, ROAs and ongoing client records, collaborating with funds and insurers while maintaining high attention to detail and a proactive, professional approach.
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📌 Financial Planning Admin & Client Services – Hybrid (New South Wales)
🏢 Harvest Employee Benefits
📍 New South Wales

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